SEC 13F Intelligence

Managers / Q1 2024 · view latest →

iA Global Asset Management Inc.

CIK 0001969566 · 1080 GRANDE ALLEE WEST., PO BOX 1907, QUEBEC, A8, G1K 7M3 · 1-418-684-5000

Reported Value
$4.9B
Q1 2024
Positions
463
Filings on Record
16
2023–present window
Filed
Apr 8, 2025
amendment (RESTATEMENT)

Summary

Ia Global Asset Management Inc. reported $4.9B in U.S.-listed holdings across 463 positions for Q1 2024.

Its largest position, MSFT, represents 8.5% of the portfolio.

Compared with Q4 2023, the fund opened 47 new positions and exited 49.

Portfolio Metrics

Turnover
+8.1%
vs prior filed quarter
Top-10 Concentration
+39.5%
share of reported value
Largest Position
+8.5%
Microsoft
New / Exited
47 / 49
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’23: $3.8BQ2 ’23Q3 ’23: $3.8BQ4 ’23: $4.3BQ4 ’23Q1 ’24: $4.9BQ2 ’24: $5.2BQ2 ’24Q3 ’24: $5.7BQ4 ’24: $5.7BQ4 ’24Q1 ’25: $5.8BQ2 ’25: $6.6BQ2 ’25Q3 ’25: $7.3BQ4 ’25: $7.8BQ4 ’25Q1 ’26: $7.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.2%ETP: 10.7%REIT: 0.5%ADR: 0.4%Other: 0.2%
  • Common Stock · 88.2% · $4.3B
  • ETP · 10.7% · $524M
  • REIT · 0.5% · $26M
  • ADR · 0.4% · $19M
  • Other · 0.2% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LINLinde PLCNEW+164.7K164.7K+$76M$76M
NSCNorfolk Southern CorpNEW+125.0K125.0K+$32M$32M
CCitigroup IncNEW+198.5K198.5K+$13M$13M
EMREmerson Electric CoNEW+88.2K88.2K+$10M$10M
AJGArthur J Gallagher & CoNEW+33.6K33.6K+$8M$8M
VRTVertiv Holdings CoNEW+83.6K83.6K+$7M$7M
SSentinelOne IncNEW+228.6K228.6K+$5M$5M
CCJCameco CorpNEW+103.5K103.5K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2024

460 positions (from 463 filing rows — )
#IssuerClass% PortfolioValueShares
1MSFTMicrosoft Corphistory →COM8.47%$414M984.2K
2GOOGLAlphabet IncCAP STK CL A · CAP STK CL C5.32%$260M1.72M
3AAPLApple Inchistory →COM4.58%$224M1.30M
4NVDANVIDIA Corphistory →COM4.05%$198M218.8K
5AMZNAmazon.com Inchistory →COM3.66%$179M991.3K
6AVGOBroadcom Inchistory →COM3.60%$176M132.7K
7METAMeta Platforms Inchistory →CL A2.92%$143M293.7K
8UNHUnitedHealth Group Inchistory →COM2.57%$125M253.5K
9iShares iBoxx $ High Yield Corporate Bond ETFIBOXX HI YD ETF2.32%$113M1.46M
10VCSHVANGUARD SHORT-TERM CORPORATE BOND ETFhistory →SHRT TRM CORP BD2.07%$101M1.31M
11QQQInvesco QQQ Trust Series 1history →UNIT SER 11.87%$91M205.5K
12TMOThermo Fisher Scientific Inchistory →COM1.76%$86M147.8K
13JPMJPMorgan Chase & Cohistory →COM1.74%$85M425.6K
14LINLinde PLChistory →SHS1.57%$76M164.7K
15VVisa Inchistory →COM CL A1.49%$73M260.6K
16MAMastercard Inchistory →CL A1.30%$64M131.9K
17iShares iBoxx $ Investment Grade Corporate Bond ETFIBOXX INV CP ETF1.21%$59M541.2K
18CMSCMS Energy Corphistory →COM0.94%$46M764.2K
19ELVElevance Health Inchistory →COM0.85%$42M80.2K
20PEPPepsiCo Inchistory →COM0.83%$40M230.8K
21IEFAiShares Core MSCI EAFE ETFhistory →CORE MSCI EAFE0.76%$37M502.8K
22NFLXNetflix Inchistory →COM0.75%$37M60.3K
23ICEIntercontinental Exchange Inchistory →COM0.72%$35M257.3K
24SPYSPDR S&P 500 ETF Trusthistory →TR UNIT0.72%$35M67.4K
25LOWLowe's Cos Inchistory →COM0.71%$35M136.2K
26ARMKAramarkhistory →COM0.67%$33M1.01M
27AMDAdvanced Micro Devices Inchistory →COM0.66%$32M177.7K
28NSCNorfolk Southern Corphistory →COM0.65%$32M125.0K
29COSTCostco Wholesale Corphistory →COM0.64%$31M42.7K
30TSLATesla Inchistory →COM0.63%$31M175.4K
31AMATApplied Materials Inchistory →COM0.62%$30M147.3K
32SPGIS&P Global Inchistory →COM0.62%$30M70.9K
33DHRDanaher Corphistory →COM0.61%$30M118.9K
34CARRCarrier Global Corphistory →COM0.60%$29M500.4K
35HDHome Depot Inc/Thehistory →COM0.59%$29M75.3K
36EFAiShares MSCI EAFE ETFhistory →MSCI EAFE ETF0.58%$28M354.9K
37APOApollo Global Management Inchistory →COM0.58%$28M252.0K
38TMUST-Mobile US Inchistory →COM0.54%$26M162.0K
39BKNGBooking Holdings Inchistory →COM0.51%$25M6.8K
40ADBEAdobe Inchistory →COM0.49%$24M47.4K
41URIUnited Rentals Inchistory →COM0.49%$24M33.1K
42PMPhilip Morris International Inchistory →COM0.49%$24M259.3K
43CMCSAComcast Corphistory →CL A0.48%$23M537.5K
44QCOMQUALCOMM Inchistory →COM0.46%$22M132.2K
45CSCOCisco Systems Inchistory →COM0.45%$22M438.1K
46RSGRepublic Services Inchistory →COM0.43%$21M110.4K
47HONHoneywell International Inchistory →COM0.42%$21M101.0K
48EXMOCExxon Mobil Corphistory →COM0.42%$20M175.2K
49UNPUnion Pacific Corphistory →COM0.41%$20M81.7K
50IEMGiShares Core MSCI Emerging Markets ETFhistory →CORE MSCI EMKT0.39%$19M367.4K
51CRMSalesforce Inchistory →COM0.38%$18M61.0K
52Berry Global Group IncCOM0.37%$18M297.7K
53AGGiShares Core U.S. Aggregate Bond ETFhistory →CORE US AGGBD ET0.37%$18M182.9K
54VRTXVertex Pharmaceuticals Inchistory →COM0.37%$18M42.8K
55CDNSCadence Design Systems Inchistory →COM0.37%$18M57.3K
56LLYEli Lilly & Cohistory →COM0.36%$18M22.9K
57ISRGIntuitive Surgical Inchistory →COM NEW0.36%$18M44.4K
58WCNWaste Connections Inchistory →COM0.36%$18M102.4K
59SBUXStarbucks Corphistory →COM0.36%$18M192.6K
60INTCIntel Corphistory →COM0.36%$18M397.3K
61INTUIntuit Inchistory →COM0.36%$18M27.0K
62NOWServiceNow Inchistory →COM0.35%$17M22.3K
63Lam Research CorpCOM0.34%$17M17.3K
64DGDollar General Corphistory →COM0.33%$16M102.7K
65MRKMerck & Co Inchistory →COM0.32%$16M120.2K
66AWKAmerican Water Works Co Inchistory →COM0.32%$16M129.0K
67CRHCRH PLChistory →ORD0.32%$16M181.9K
68TGTTarget Corphistory →COM0.31%$15M86.1K
69ABBVAbbVie Inchistory →COM0.31%$15M82.8K
70AMGNAmgen Inchistory →COM0.31%$15M52.5K
71TXNTexas Instruments Inchistory →COM0.30%$15M85.4K
72ACMAECOMhistory →COM0.30%$15M150.7K
73UBERUber Technologies Inchistory →COM0.29%$14M184.1K
74SNPSSynopsys Inchistory →COM0.29%$14M24.6K
75PGProcter & Gamble Co/Thehistory →COM0.27%$13M82.3K
76GILDGilead Sciences Inchistory →COM0.27%$13M180.6K
77ROSTRoss Stores Inchistory →COM0.26%$13M86.4K
78CCitigroup Inchistory →COM NEW0.26%$13M198.5K
79BSXBoston Scientific Corphistory →COM0.25%$12M180.5K
80REGNRegeneron Pharmaceuticals Inchistory →COM0.25%$12M12.8K
81MUMicron Technology Inchistory →COM0.25%$12M103.7K
82ACNAccenture PLChistory →SHS CLASS A0.25%$12M35.0K
83WMTWalmart Inchistory →COM0.25%$12M199.8K
84DISWalt Disney Co/Thehistory →COM DISNEY0.24%$12M97.7K
85KLACKLA Corphistory →COM NEW0.24%$12M16.5K
86ADPAutomatic Data Processing Inchistory →COM0.23%$11M45.9K
87DXCMDexcom Inchistory →COM0.23%$11M82.0K
88MDLZMondelez International Inchistory →CL A0.23%$11M161.6K
89CSXCSX Corphistory →COM0.22%$11M294.6K
90EMREmerson Electric Cohistory →COM0.20%$10M88.2K
91JNJJohnson & JohnsonCOM0.20%$10M63.1K
92ADIAnalog Devices IncCOM0.19%$9M47.4K
93TDGTransDigm Group IncCOM0.19%$9M7.6K
94PCARPACCAR IncCOM0.19%$9M74.6K
95ABTAbbott LaboratoriesCOM0.18%$9M77.3K
96APHAmphenol CorpCL A0.18%$9M75.7K
97PANWPalo Alto Networks IncCOM0.18%$9M30.4K
98MARMarriott International Inc/MDCL A0.18%$9M34.1K
99MELIMercadoLibre IncCOM0.17%$9M5.6K
100PDDPDD Holdings IncSPONSORED ADS0.17%$8M73.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$7.1B396Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.8B396Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.3B403Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.6B416Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.8B428May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.7B414Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.7B477Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.2B471Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2024$4.9B463Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2023$4.3B465Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q3 2023$3.8B461Apr 8, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2023$3.8B432Aug 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.